Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
77.1K+ 10.36% |
$1.8M - $1.84M
|
822K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.06K+ 13.4% |
$141K - $145K
|
51.3K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.18KNew |
$121K - $124K
|
5.18K
$122K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
54.3K+ 202.67% |
$1.27M - $1.29M
|
81.1K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-82.5K- 4.5% |
$1.92M - $1.97M
|
1.75M
$41.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 12.78% |
$242K - $247K
|
70.8K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
5.03K+ 2.54% |
$117K - $120K
|
203K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-67.3K- 83.9% |
$1.57M - $1.6M
|
12.9K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.2M- 91.22% |
$51.3M - $52.5M
|
212K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.86K+ 0.46% |
$43.4K - $44.3K
|
409K
$9.67M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.58K+ 2.69% |
$130K - $133K
|
213K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
24.9K+ 7.69% |
$580K - $593K
|
348K
$8.23M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.57K+ 34.83% |
$107K - $109K
|
17.7K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-58K- 33.34% |
$1.35M - $1.38M
|
116K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.1K+ 0.81% |
$48.9K - $50K
|
261K
$6.15M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
22.4KNew |
$522K - $534K
|
22.4K
$529K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-77- 0.71% |
$1.8K - $1.84K
|
10.8K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.5K+ 52.96% |
$292K - $299K
|
36.2K
$855K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.2K- 77.32% |
$121K - $124K
|
1.53K
$36K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.08K+ 292.11% |
$95K - $97.1K
|
5.47K
$129K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5K- 0.56% |
$117K - $119K
|
890K
$21M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-404- 98.54% |
$9.42K - $9.63K
|
6
$142
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.48K+ 3.28% |
$81.1K - $82.9K
|
110K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
2.25K+ 4.51% |
$52.4K - $53.6K
|
52.1K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9K+ 20.64% |
$278K - $284K
|
69.6K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-48- 10.67% |
$1.12K - $1.14K
|
402
$9.5K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.06K- 1.37% |
$24.6K - $25.2K
|
76.2K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 3.71% |
$2.17K - $2.22K
|
2.6K
$61.5K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.09MNew |
$25.5M - $26.1M
|
1.09M
$25.8M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.22K+ 5.92% |
$28.5K - $29.2K
|
21.9K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.93K+ 18.3% |
$45K - $46K
|
12.5K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
16.9K+ 5.29% |
$393K - $402K
|
336K
$7.93M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-958- 78.14% |
$22.3K - $22.8K
|
268
$6.33K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
7.31K+ 85.44% |
$170K - $174K
|
15.9K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
21K+ 35.35% |
$489K - $500K
|
80.2K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
606+ 2.34% |
$14.1K - $14.4K
|
26.5K
$626K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.3K- 5.73% |
$77K - $78.7K
|
54.3K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-331- 12.69% |
$7.72K - $7.89K
|
2.28K
$53.8K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
56.1KNew |
$1.31M - $1.34M
|
56.1K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3.99KNew |
$93K - $95.1K
|
3.99K
$94.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
298K+ 36.67% |
$6.96M - $7.11M
|
1.11M
$26.3M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13.4K- 6.96% |
$312K - $319K
|
179K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.3K- 25.18% |
$404K - $413K
|
51.4K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.32K+ 10.31% |
$101K - $103K
|
46.3K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
37.3K+ 10.2% |
$869K - $888K
|
403K
$9.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37New |
$863 - $882
|
37
$874
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-44.4K- 48.69% |
$1.04M - $1.06M
|
46.8K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.11K+ 4.27% |
$25.9K - $26.5K
|
27.1K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.36K+ 3.64% |
$125K - $128K
|
152K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
182New |
$4.24K - $4.34K
|
182
$4.3K
|